Nova R Wealth, Inc.

Nova R Wealth, Inc. is a Bank institutional filer with the SEC under CIK 1729457, reporting 85 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: KS
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-17

Top 10 portfolio positions

The largest reported holdings in Nova R Wealth, Inc.'s most recent 13F filing, ranked by reported market value.

1. VANGUARD SCOTTSDALE FDS (VGIT)
2. ISHARES TR (IVV)
3. AMERICAN CENTY ETF TR (AVLV)
4. VANGUARD INDEX FDS (VTI)
5. J P MORGAN EXCHANGE TRADED F (JMOM)
6. DIMENSIONAL ETF TRUST (DFSD)
7. VANGUARD MALVERN FDS (VTIP)
8. ISHARES TR (IEFA)
9. ISHARES TR (IDEV)
10. AMERICAN CENTY ETF TR (AVGE)